On this episode, Jared chats with Colleen Gillam-Judd.

Colleen is a Certified Financial Planner with IG Wealth Management.

For over 15 years, Colleen and her team have been creating a space for high achieving Canadian families to find financial freedom, security and clarity.

Colleen prides herself on clearly presenting financial options in accordance with client goals, while always working to preserve the financial legacy of her clients.

Some of the topics discussed in the episode:

🎙️ Why is it important that people know about Financial Planning?

🎙️ Can you explain the differences between a TFSA, a RRSP, and a non-Registered Margin account?

🎙️ How can someone make the most of their contributions to each type of account?

🎙️ What should someone consider when deciding between the three types of accounts based on their financial goals and situation?

If the listeners want to touch base with Colleen, you can find her through the following links:

Colleen Gillam-Judd

IG Wealth Management

403-505-3800

[email protected]

https://advisor.investorsgroup.com/en/colleen_gillam-judd

#podcast #TaxTalkPodcast #SmallBusiness #tfsa #rrsp #nonregistered #investments #retirement #taxplanning
-----------------------------------------------------------------------------------------------

Music: English Breakfast, Jobii from Epidemic Sound

https://www.epidemicsound.com/track/7emX18vZqh/

-------------------------------------------------------------------------------------------

Disclaimer

By using this website, blog or podcast, users agree as follows:

The information, services and/or products are for general information only and any reliance on the information provided therein is done at your own risk. If you make tax, accounting, investing or legal decisions after accessing this website, blog or podcast, it is recommended that you consult a qualified professional first.

The views and opinions expressed are those of the author, seller, guests or publisher and do not necessarily reflect the views of the organizations or businesses that these individuals are associated with.

Although I make strong efforts to make sure my information is accurate, I cannot always guarantee that the information on this website, blog or podcast is always correct, complete or up-to-date.